Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,677 | $58,577-42.5% | $83,323-59.6% | $64,181-47.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 12.08% | 9.65%+2.4pp | 10.63%+1.4pp | 7.63%+4.4pp |
| Employer contribution / active EE | $3,192 | $2,098+52.1% | $3,379-5.5% | $2,381+34.1% |
| Participant deferral / active EE | $6,389 | $4,654+37.3% | $5,565+14.8% | $3,470+84.2% |
| Admin fee / account holder | $957 | $9,275-89.7% | $7,539-87.3% | $4,887-80.4% |